Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Associations
Associations
Generic

Christopher L. Call

Denver,CO

Summary

Driven mortgage technology professional with exceptional consultative sales skills to help customers solve operational challenges through technology. Proven success in leading projects from start to finish and contributing to organizational growth and success. Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Works in tandem with cross-functional teams to exceed customer expectations for functionality, cost-effectiveness and successful system implementation. Offering strong work ethic and track record of building loyal customer relationships.

Overview

23
23
years of professional experience
1
1
Certificate

Work History

Implementation Leader

HomeVision
San Francisco, CA
12.2024 - Current
  • Streamlined implementation processes by identifying inefficiencies and developing improved strategies.
  • Delivered training sessions for staff members on new systems or processes following implementation, resulting in a more confident workforce able to utilize tools efficiently.
  • Demonstrated adaptability in managing complex projects with tight deadlines, shifting priorities, or unexpected challenges while still achieving desired outcomes.
  • Developed comprehensive project plans to guide teams towards successful completion, meeting goals within budget constraints.
  • Cultivated strong relationships with clients, vendors, and partners to ensure project alignment and seamless execution across all entities involved in the implementation process.

Mortgage Broker Loan Officer

Red Rocks Real Estate Lending
Denver, CO
08.2023 - Current
  • Successfully self-originating mortgage leads leveraging various sources while monitoring and maintaining borrower relationships.
  • Managing in process loan files supporting all involved through loan closing.
  • Educate, advise, and mentor borrower customers in mortgage loan process improving repeat business.
  • Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters

Principle, Professional Service Lead

Blackfin Group
07.2023 - Current
  • Responsible to lead Blackfin Group Professional Services consulting group which includes providing B2B customers with exceptional support as well as creating delivery standards of mortgage technology and tools necessary to support offering.
  • Demonstrated creativity and resourcefulness through development of innovative solutions
  • Strong Client Advocate by listening to goals and designing system solutions to support those goals.
  • Dedicated to designing elevated user experiences to drive innovation with highest business impact.
  • Execute formal discovery sessions with key client stakeholders.
  • Create functional requirements and workflow processes

Director Client Success

CreditXpert
Baltimore, OH
09.2022 - 05.2023
  • Responsible for creation of Client Success department which includes sales enablement, system demonstration, onboarding, and account management.
  • Partnered with Legal/Compliance department to design scalable due diligence response process to ensure quick turn of client requests utilizing workflow designs within HubSpot
  • Designed scalable sales demo request processes including scheduling methodologies, demo script creation for set-up and execution of system demonstrations, as well as demonstration environment management
  • Developed scalable onboarding methodology by developing processes, playbooks, and artifacts, utilizing HubSpot to support methodology
  • Successfully onboarded first client on to newly designed CreditXpert platform
  • Designed Client Success methodologies including success metrics, meeting cadence, and internal/external communication methodologies.

Vice President – Digital Product Strategy & Business Technology Solutions (Technology Outsourcing)

Sourcepoint Mortgage
03.2021 - 09.2022
  • Responsible for strategic direction for digital solutions within a Business Process Outsourcing organization which includes technology selection & implementation methodology creation and execution
  • Additionally, responsible for establishing new business unit offering implementation consulting services and staff augmentation to mortgage technology providers
  • Designed implementation methodology which includes all tools, systems, departmental processes and procedures for technology implementation, project management, reporting and maintenance
  • Defined Product Support practice including release cycle definition, release note structure/content, tools utilized to collect system enhancements, defects classification definition and general workflow
  • Established and designed departmental processes for Business Technology Services which includes sales, marketing, project and program management, and resource allocation and required technology
  • Defined business operating model and co-created financials / budget for establishment of practice
  • Created job descriptions, salary requirements, career paths for three roles within practice
  • Created strategy for expanding services to additional areas of existing client operations as well as net new client acquisition
  • Coached and mentored team of Implementation Consultants and Business Analysts supporting outsourced client requests.

Senior Vice President – Sales Engineering & Solution Architecture

Mortgage Cadence LLC, an Accenture Company
01.2018 - 03.2021
  • Mentored and supported team of three Sales Engineers
  • Collaborated on design of scalable and repeatable demonstration methodology which illustrates to prospects value of features and functions of SaaS Enterprise level solution through compelling and engaging story telling
  • Restructured and rebuilt struggling department by creating solutions and tools to address challenges hindering quality performance including demonstrations, demo environment maintenance, RFP/RFI processes, and artifact maintenance
  • Created repeatable and scalable processes by breaking silos resulting in accurate creation of staffing model by partnering with Sales, Product Management, Delivery, and Customer Success
  • Trusted individual Sales Engineer collecting client prospect requirements, aligning demonstration scripts to illustrate system value, and effectively delivered system demonstrations
  • Frequently called upon to provide technical expertise & guidance to bridge sales conversations from technical to client business value before and after sales cycle
  • Collaborated with Mortgage Cadence CEO to address poor employee satisfaction scores by identifying opportunities to improve areas of responsibility and operations structure
  • Recommended redesigned organizational chart to separate managers of people from managers of process to ensure both clients and employees are cared for
  • Co-host of Mortgage Cadence’s Cocktails with Christopher and Ashley designed to provide industry insight and expertise to viewers and listeners
  • Key stakeholder in redesign of training programs in collaboration with Sales Manager and Vice President of Marketing
  • Guided team members to conduct effective client-discovery sessions to extract key information prospects expect for exceptional system demonstrations
  • Expertly led keynote and demonstration presentations on technology innovation at Mortgage Bankers Association (MBA) and Housing Wire conferences for in-person and virtual groups of 1400+ attendees.

Director Solution Architecture

Mortgage Cadence LLC, an Accenture Company
01.2016 - 01.2018
  • Executed Discovery sessions with client prospects uncovering organizational dynamics, system needs, and integrations
  • Designed complex enterprise software solution plans outlining delivery strategy, resource allocation, duration, workflow, scope, and cost that supports client’s goals and growth strategy
  • Created contracts and statements of work
  • Built department creating all processes & procedures, artifacts, and infrastructure to scale
  • Designed engagement methods for all client facing roles resulting in increased sales
  • Experienced in leading design initiatives and working collaboratively in dynamic, ambiguity-rich environments bridging client vision with system possibilities
  • Called upon by Accenture to design technical solution for their business process outsourcing (BPO) provider
  • This design became basic configuration for company’s current product offering
  • Promoted to Senior Vice President of Sales Engineering after identifying and fulfilling need for system demonstration SME resulting in creation of new senior executive position.

Core Configuration Product Manager

Mortgage Cadence LLC, an Accenture Company
01.2015 - 01.2016
  • Owner of system design for starting data base which helped to improve client time to value
  • Revolutionized company by creating MVP for go-to-market starting point for all engagements
  • Designed and configured out-of-box solution which included UI/UX, workflow, tasking, rules, pipeline views and automation which aided sales by improving client prospects comprehension of system’s value proposition
  • Reduced implementation’s turn-time while improving system quality.

Vice President & Director of Professional Services

Mortgage Cadence LLC, an Accenture Company
01.2013 - 01.2015
  • Coached, mentored, and supported six Implementation Consultants and three Directors of Professional Services by providing career development, skill enhancement, and process & procedure creation
  • Identified opportunities to eliminate gaps in existing processes by building more effective processes and tools resulting in faster project start times, shorter implementation timelines, and faster time to value
  • Worked in concert with Sales, Client Success, and Product Management on creation of corporate strategy and Professional Services alignment
  • Collaborated with Training in creation of training system that quickly brought new employees up to speed on organizational technology and processes.

Principal Implementation Consultant

Mortgage Cadence LLC, an Accenture Company
01.2011 - 01.2013
  • Strong client advocate by listening to client goals and translating those into system solutions
  • Dedicated to designing elevated user experiences to drive innovation with highest business impact
  • Executed formal discovery sessions with key client stakeholders
  • Created functional requirements and workflow processes utilizing MS Visio and IBM BlueworksLive
  • Fine-tuned all final system configurations through testing and validation methods.

Quality Assurance Manager / Senior Business Analyst

Mortgage Cadence LLC, an Accenture Company
08.2007 - 01.2011
  • Triaged system defects reported in Team Foundation Server utilizing system administration tools and database triage utilizing SQL
  • Designed manual scripts within Quality Center test suite
  • Leveraging SDLC and Scrum methodologies, configured system’s embedded automation tool to self-evaluate rules and workflows which is still in use today.

Vice President of Operations

Argent Mortgage (Citibank)
02.2002 - 03.2007
  • Coached and mentored team of six front line manager in support of 300+ associates across all loan origination functions.
  • Tracked and maintained regional service agreements allowing for effective strategic planning.
  • Developed and implemented policies and procedures to streamline operations and improve efficiency while maintaining high level of quality and compliance.
  • Monitored and analyze key performance indicators (KPI's) to identify areas for improvement and implemented strategies to optimize department performance.
  • Provide guidance and support to mortgage operations staff, including training, coaching, and performance management.
  • Foster culture of teamwork, professionalism, and customer service excellence within mortgage operations team.
  • Created organization wide process improvements which realized 40% reduction of expected staffing model.
  • Reduced time-to-proficiency by 30% for each loan origination position by developing and maintaining training and performance paths utilizing blended learning model.
  • Actualized $3M savings over ten months and earned "Best Overall Corporate Education Program" honorable mention from CampusMBA by implementing structured training.
  • Mentored by Jim Williams, author of Learning Paths: Increase Profits by Reducing the Time it Take Employees to Get Up-to-Speed.

Education

Bachelor of Science Coursework - Organizational Leadership

University of Denver
Denver, CO

Skills

  • Cross-Functional Team Collaboration
  • Software Implementation
  • Software System Demonstrations/Sales Engineering
  • Solution Architecture and Design
  • Project / Program Management
  • Process Improvement, Documentation, Design
  • RFP / RFI Process Management
  • Customer Success
  • Product Presentations
  • Technical Expertise
  • Sales Activities
  • Ability To Travel
  • Consultative Selling
  • Sales Skills
  • Product Enhancement

Accomplishments

  • Brought in to save a failing $7M project by partnering with client addressing all concerns. Recreated requirements and reconfigured the client’s system. Ultimately, the project completed on-time renewing client trust.
  • Trusted advisor to C-level clients on a $15M project for a wealth management client who provides white glove mortgage services to private banking clients. Guided key stakeholders through the system functionality, ensuring the client would provide an enhanced white-glove service to their borrowers. Created an Implementation Plan by collected requirements, designed system solutions, defined timelines, cost structure, & delivery methodology.
  • Mentor to colleagues throughout the technology and mortgage industries, providing dedicated time to address each unique need, celebrate success, and guide each to develop solutions to challenges they face.
  • Created organization wide process improvements which realized a 40% reduction of expected staffing model.
  • Reduced time-to-proficiency by 30% for each loan origination position by developing and maintaining training and performance paths utilizing blended learning model.
  • Actualized $3M savings over ten months and earned a "Best Overall Corporate Education Program" honorable mention from CampusMBA by implementing structured training.

Certification

  • Certificate - AI - Implications for Business Strategy, MIT 6/2024
  • Licensed Mortgage Loan Officer, NMLS 7/2023 - Present
  • Certified Mortgage Loan Signing Agent, National Notary Association
  • Certified Notary Public, Colorado Secretary of State
  • Certified Sales Engineer/Demonstration, 2Win!
  • Certified Scrum Master, Agile for All
  • Certified Software Testing, American Software Testing Qualifications Board, Inc.
  • Certified Training Manager, Langevin Learning Services

Timeline

Implementation Leader

HomeVision
12.2024 - Current

Mortgage Broker Loan Officer

Red Rocks Real Estate Lending
08.2023 - Current

Principle, Professional Service Lead

Blackfin Group
07.2023 - Current

Director Client Success

CreditXpert
09.2022 - 05.2023

Vice President – Digital Product Strategy & Business Technology Solutions (Technology Outsourcing)

Sourcepoint Mortgage
03.2021 - 09.2022

Senior Vice President – Sales Engineering & Solution Architecture

Mortgage Cadence LLC, an Accenture Company
01.2018 - 03.2021

Director Solution Architecture

Mortgage Cadence LLC, an Accenture Company
01.2016 - 01.2018

Core Configuration Product Manager

Mortgage Cadence LLC, an Accenture Company
01.2015 - 01.2016

Vice President & Director of Professional Services

Mortgage Cadence LLC, an Accenture Company
01.2013 - 01.2015

Principal Implementation Consultant

Mortgage Cadence LLC, an Accenture Company
01.2011 - 01.2013

Quality Assurance Manager / Senior Business Analyst

Mortgage Cadence LLC, an Accenture Company
08.2007 - 01.2011

Vice President of Operations

Argent Mortgage (Citibank)
02.2002 - 03.2007

Bachelor of Science Coursework - Organizational Leadership

University of Denver

Associations

  • Mortgage Bankers Association
  • National Notary Association

Associations

  • Mortgage Bankers Association
  • National Notary Association

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Christopher L. Call